Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $17,588 | 225 | 0.00 | 0.00 | 225 | +Inf | 03-31-2024 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 602 | $17,511 | 224 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CUTLER GROUP LLC / CA | Call | 603 | $1,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 200 | +Inf | 12-31-2021 |